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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,611 | $86,949-76.3% | $102,460-79.9% | $80,959-74.5% |
| Participation rate | 30.8% | 72.4%-41.6pp | 76.5%-45.7pp | 67.7%-36.9pp |
| Annual return | 15.54% | 18.89%-3.4pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $527 | $4,121-87.2% | $5,056-89.6% | $4,300-87.7% |
| Admin fee / account holder | $13,781 | $8,048+71.2% | $9,460+45.7% | $6,925+99.0% |